Purchases and Sales Made in Q2 2022 in Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P MID-CAP ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-13- 1.43% |
$2.85K - $3.51K
|
899
$60.7K
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-13- 1.09% |
$2.85K - $3.51K
|
1.18K
$79.6K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-13- 1.74% |
$2.85K - $3.51K
|
733
$49.5K
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-14- 0.42% |
$3.07K - $3.78K
|
3.35K
$226K
|
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
SELL
|
- |
-14Closed |
$3.07K - $3.78K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-14- 0.76% |
$3.07K - $3.78K
|
1.83K
$124K
|
|
Jul 15, 2022
Q2 2022
|
Capital City Trust CO
|
SELL
|
- |
-15- 1.05% |
$3.29K - $4.05K
|
1.42K
$95.9K
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-15- 4.16% |
$3.29K - $4.05K
|
346
$23.4K
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-15- 0.84% |
$3.29K - $4.05K
|
1.78K
$120K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-17- 0.26% |
$3.72K - $4.59K
|
6.44K
$435K
|
|
Jul 26, 2022
Q2 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-17- 0.4% |
$3.72K - $4.59K
|
4.22K
$285K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-17- 80.95% |
$3.72K - $4.59K
|
4
$270
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.36% |
$3.94K - $4.86K
|
4.94K
$333K
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18- 1.54% |
$3.94K - $4.86K
|
1.15K
$77.8K
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-18Closed |
$3.94K - $4.86K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-18- 1.03% |
$3.94K - $4.86K
|
1.72K
$116K
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-18- 50.0% |
$3.94K - $4.86K
|
18
$1.22K
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-19- 3.17% |
$4.16K - $5.13K
|
581
$39.2K
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-19- 0.42% |
$4.16K - $5.13K
|
4.45K
$301K
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-19- 1.08% |
$4.16K - $5.13K
|
1.75K
$118K
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-20- 0.88% |
$4.38K - $5.4K
|
2.25K
$152K
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-20- 0.89% |
$4.38K - $5.4K
|
2.23K
$151K
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-20- 1.99% |
$4.38K - $5.4K
|
985
$66.5K
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-22- 0.8% |
$4.82K - $5.94K
|
2.71K
$183K
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-22- 1.15% |
$4.82K - $5.94K
|
1.9K
$128K
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-23- 1.07% |
$5.04K - $6.21K
|
2.12K
$143K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-23- 0.08% |
$5.04K - $6.21K
|
29.8K
$2.01M
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-24- 36.36% |
$5.26K - $6.48K
|
42
$2.84K
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-24- 2.54% |
$5.26K - $6.48K
|
921
$62.2K
|
|
Jul 22, 2022
Q2 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-26- 2.59% |
$5.7K - $7.02K
|
976
$65.9K
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-26- 1.24% |
$5.7K - $7.02K
|
2.08K
$140K
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-27- 0.68% |
$5.91K - $7.29K
|
3.97K
$268K
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-28Closed |
$6.13K - $7.56K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-28- 11.62% |
$6.13K - $7.56K
|
213
$14.4K
|
|
Aug 04, 2022
Q2 2022
|
Asio Capital, LLC
|
SELL
|
- |
-29Closed |
$6.35K - $7.83K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-29- 0.23% |
$6.35K - $7.83K
|
12.7K
$861K
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-30- 0.71% |
$6.57K - $8.1K
|
4.22K
$285K
|
|
Aug 03, 2022
Q2 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-30- 0.57% |
$6.57K - $8.1K
|
5.27K
$356K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-30Closed |
$6.57K - $8.1K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-30- 0.29% |
$6.57K - $8.1K
|
10.3K
$696K
|
|
Aug 01, 2022
Q2 2022
|
My Wealth Management Inc.
|
SELL
|
- |
-31- 0.32% |
$6.79K - $8.37K
|
9.67K
$653K
|
|
Jul 11, 2022
Q2 2022
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-32- 0.02% |
$7.01K - $8.64K
|
191K
$12.9M
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-32- 0.93% |
$7.01K - $8.64K
|
3.42K
$231K
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-33- 0.7% |
$7.23K - $8.91K
|
4.67K
$315K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.97% |
$7.23K - $8.91K
|
3.37K
$228K
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-33- 0.5% |
$7.23K - $8.91K
|
6.55K
$443K
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-34- 2.59% |
$7.45K - $9.18K
|
1.28K
$86.3K
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-34- 2.09% |
$7.45K - $9.18K
|
1.59K
$107K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-34- 0.49% |
$7.45K - $9.18K
|
6.94K
$469K
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-34- 0.52% |
$7.45K - $9.18K
|
6.55K
$443K
|